Search The Nerd's Eye View Archives

What would you like to search for?

You might also be interested in some of our recent articles...

Breaking Down The “One Big Beautiful Bill Act”: Impact Of New Laws On Tax Planning
Getting Known In Your Local (Facebook Group) Community To Quickly Add $30M In The First 2 Years: #FASuccess Ep 446 With Misty Lynch
Identifying The ‘Right’ Balance Of Personalization And (Time) Cost Of Client Touchpoints To Boost ROI
Weekend Reading For Financial Planners (July 12–13)
Kitces & Carl Ep 168: Do You Really Have To Go Deep With Every New Client In The First Meeting?

NEW Kitces Training Course

You’ve started the planning process—but how do you actually start the planning process?

Every advisor approaches discovery a little differently, some jump straight into collecting data or identifying goals, like vacation homes or grandkids education. But beginning intentionally with deep discovery builds trust and commitment from the start.

We’ll show you how to structure and craft a discovery process to uncover what truly matters and connect with clients on a deeper level. Ultimately, to help clients feel more motivated to move forward with meaningful financial planning.

Learn More